Investment Analyst

at  Sewell Wallis

Sewell Wallis are currently partnering with a unique investment business based in Sheffield.
Offering someone the opportunity to join a small team and hold an influential role. A huge amount of accountability within the position and autonomous working to provide honest, transparent appraisals to companies seeking investment.
This role is suited to someone open minded, with adaptability and the eagerness to succeed and develop your skills and get invovled in various aspects of the wider business including colleague training, development and environmental goals for future.

WHAT SKILLS ARE WE LOOKING FOR?

• ACA, ACCA or CIMA Qualified
• The successful candidate will be moving from either a Corporate Finance background or you will have industry experience and use to delivering financial information to senior stakeholders.
• The ideal candidate will have practical experience building forecasts to help raise funding for businesses.
• Excellent communication and presentation skills.

• Appraising and analysing investment opportunities by interview with client company directors and advisors; by appropriate due diligence investigations; and preparing sanction papers for presentation to the Investment Committee.
• Ensuring that client companies are monitored so that any problems or opportunities are brought to the attention of the Investment Director for attention.
• Assisting client companies to achieve their objectives and work towards a successful exit.
• Assisting with the maintenance of appropriate investment records and preparing reports accordingly.
• Assisting the Investment Director and the Investment Team achieve the Company’s economic regeneration aspirations and in doing so liaising with different stakeholders including other funders, government bodies, development agencies, local authorities etc.
• Supporting the regional teams with business development and marketing.